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Custom Reporting

“We don’t have time to mess with templates.”

Manual Burden

Most shops don’t have a data analyst on staff — and even if they did, pulling together polished reports every month would still be a drain. You need results, not setup.
“Our reports don’t look professional.”

Format Complexity

Whether it’s for clients, vendors, or leadership, exporting ugly spreadsheets and pasting them into documents just isn’t sustainable. Polished reporting shouldn’t require design skills.
“We rebuild the same report every week.”

Repetition & Human Error

If your team is manually creating the same summary, chart, or compliance record over and over — that’s hours lost and mistakes waiting to happen.
“We need something clean and exportable.”

Output Format Limitations

From audits to job site records, you need reports that are print-friendly, brand-consistent, and structured for real-world usage — not just dashboards.
“We’re buried in spreadsheets and sticky notes.”

Information Overload

Too many manual lists, too many tabs. A CRM should reduce noise — not add to it. If it’s not searchable, trackable, and organized, it’s holding you back.
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Woodshop Custom Reporting – Built for You, Not by You

Get high-quality, tailored reports that match your exact workflow, formatting standards, and decision needs — without touching a builder. Whether it’s job cost summaries, weekly production overviews, or compliance documents, we do the heavy lifting.

System Preview

Why Woodshop Master?

Because your time belongs on the floor — not formatting reports.

Let the System Do the Reporting

Spend less time wrangling spreadsheets, more time making decisions.

Precision Output. No Builder Required.

From executive reports to daily summaries, Custom Reporting ensures the right data reaches the right hands — ready to print, review, or share

Professionally Built Reports

Built for Print, Audit & Sharing

Report Access Anywhere

Saves Time on Recurring Work

No Technical Skills Required

Secure, Role-Based Output

Integrated Apps

Woodshop Custom Reporting pulls from:

 

Accounts & Transactions

Procurement

Materials & Parts List

Work Orders

Certifications

Client Tracking

App Features

Professionally Designed Reports
Our team creates polished, structured report formats — ready for audits, leadership, or external distribution.

Fully Managed Report Setup
You describe what’s needed — filters, logic, layout — and we build it into the system. No learning curve.

Multi-Table, Multi-Source Reporting
Aggregate data across apps — e.g., parts used, hours logged, and cost by project — into a single output.

Branded & Print-Friendly Formats
Generate clean PDFs with headers, tables, footers, and approval boxes — ideal for sharing, exporting, or posting.

Role-Based Access Controls
Ensure the right reports are available only to authorized users, based on team, role, or site.

Scheduled or On-Demand Delivery
Reports can be triggered by button, timeline, or event — or sent weekly, monthly, or post-completion.

Available Inside Your Workflows
Embed report buttons into job views, dashboards, or completion steps so reports appear at the right moment.

Ideal for Non-Technical Users
No SQL, filters, or builders. Just clear, ready-to-use reports created for your woodshop’s specific needs.

Woodshop Master – CTA Footer Content (Subscription-Oriented)

Find the Right Plan for Your Shop
Start small or go full-featured — there’s a Woodshop Master tier built for your team.

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